See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,031 | $167,484-68.3% | $151,611-65.0% | $134,475-60.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | 14.99% | 7.80%+7.2pp | 3.33%+11.7pp | 417.96%-403.0pp |
| Employer contribution / active EE | $28,280 | $6,829+314.1% | $6,166+358.6% | $4,740+496.7% |
| Participant deferral / active EE | $7,039 | $8,986-21.7% | $8,363-15.8% | $6,400+10.0% |
| Admin fee / account holder | $13,791 | $13,783+0.1% | $11,616+18.7% | $11,426+20.7% |